Tired of long messy onboarding or siloed projects? We get it. Watch our on-demand demo to see how TaskRay helps teams like yours bring order, clarity, and confidence to every customer project, all inside Salesforce.
IN THIS QUICK DEMO, YOU'LL SEE:
How TaskRay helps you keep every project on track, from kickoff to delivery
Ways to save time with standardized templates and repeatable workflows
Real examples of how teams collaborate and deliver faster
A look at what makes TaskRay different, built 100% in Salesforce
Watch the Webinar!
Why TaskRay?
If you manage onboarding, implementations, or customer projects, this is for you. See how TaskRay takes the chaos out of delivery so you can focus on what really matters, happy customers and smooth launches.
Committed to Data Security
As a 100% Salesforce-native app, TaskRay stores all of your data inside Salesforce with no external access by the app provider or anyone else.
Built Inside of Salesforce
Leverage your existing investment to consolidate your tech stack and integrate workflows for onboarding programs.
Enhanced Visibility
Create a single source of truth for everything you need to know about onboarding projects – milestones, assignments, status, and more.
Improved Efficiencies
Identify bottlenecks in your milestones and automate workflows to reduce your onboarding time by 50%.
Optimize Project Resources
Monitor and forecast capacities and assign resources based on skills and availability.
Happier Customers & Clients
Implement a smooth, thorough, and collaborative onboarding for every customer and watch your CSAT and NPS soar by 15%.
TaskRay is the leading Project Management App for Salesforce
Plan projects with pre-built templates, easily assign tasks to teams, and collaborate with customers — all natively in Salesforce. Watch the demo video to learn more.
Schedule a call to see how TaskRay can help you manage projects better.
